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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

51 hedge funds and large institutions have $291M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $263M → $291M (+$27.8M)

1.25% more ownership

Funds ownership: 91.65%92.9% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5251 (-1)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFG
26
Victory Financial Group
Texas
$352K +$30.9K +447 +9%
Corient Private Wealth
27
Corient Private Wealth
Florida
$339K -$349K -5,043 -50%
EWA
28
EP Wealth Advisors
California
$297K +$306K +4,422 New
EV
29
EJMK Ventures
Illinois
$294K -$4.15K -60 -1%
EA
30
Efficient Advisors
Ohio
$274K -$119K -1,723 -30%
VT
31
Vise Technologies
New York
$271K
OMC
32
Old Mission Capital
Illinois
$231K -$1.61M -23,221 -87%
SWM
33
SeaCrest Wealth Management
New York
$201K +$208K +2,998 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$171K +$176K +2,545 New
Osaic Holdings
35
Osaic Holdings
Arizona
$166K -$17.2K -248 -9%
CA
36
CoreCap Advisors
Michigan
$141K +$27.8K +401 +24%
AC
37
AlphaCore Capital
California
$102K
HI
38
Harbour Investments
Wisconsin
$95K +$81.2K +1,173 +487%
CA
39
Clearstead Advisors
Ohio
$92.4K
NB
40
NBT Bank
New York
$74.7K
Wells Fargo
41
Wells Fargo
California
$74.1K +$2.84K +41 +4%
AF
42
Allworth Financial
California
$69.9K
CTWM
43
Cherry Tree Wealth Management
Minnesota
$59.3K
GM
44
GeoWealth Management
Illinois
$57.4K +$4.43K +64 +8%
HWP
45
Highline Wealth Partners
California
$50.3K +$51.9K +749 New
LFG
46
Larson Financial Group
Missouri
$25.8K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$23.3K +$24K +347 New
CPG
48
Cornerstone Planning Group
New Jersey
$15.2K
CFD
49
Creative Financial Designs
Indiana
$11.4K +$9.41K +136 +400%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.01K